Inside the mind of a value investor




The Rules of Investing show

Summary: Guest: Garry Laurence, Portfolio Manager, Perpetual Value investors, I suspect, are born that way. It takes a particular type of person to be willing to stand out from the crowd, focus on the long term, and constantly be hunting for bargains. This week's guest on the podcast is precisely one of those people; Garry Laurence, Portfolio Manager of the Perpetual Global Shares Fund. Garry's been managing the Global Share's fund since inception in 2011 and was co-portfolio manager of the Asian Shares fund prior to that. In this week's episode, we'll discuss why value investing has struggled in recent years, the worst investment he ever made, and what he learned from it, and he discusses one underappreciated attribute to look for when assessing an investment.